Create and send an invoice

Bill a client and let them pay online.

Updated Oct 4, 2026

1. 1

   Open Payments, then Invoices & Estimates.

2. 2

   Select New, then New Invoice.

3. 3

   Choose the customer from your contacts.

4. 4

   Add items from your product list or type a new line item.

5. 5

   Set the due date and review the total.

6. 6

   Select Send and choose email, text, or both.